IWN

Independent Wealth Network Portfolio holdings

AUM $311M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$944K
3
+$908K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$735K
5
PKG icon
Packaging Corp of America
PKG
+$680K

Top Sells

1
+$1.56M
2
+$585K
3
+$480K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$458K
5
IBB icon
iShares Biotechnology ETF
IBB
+$426K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$407B
$2.56M 0.82%
14,046
-8,537
FJAN icon
27
FT Vest US Equity Buffer ETF January
FJAN
$1.15B
$2.5M 0.8%
49,833
-94
JEPI icon
28
JPMorgan Equity Premium Income ETF
JEPI
$41B
$2.43M 0.78%
42,555
+2,186
FLOT icon
29
iShares Floating Rate Bond ETF
FLOT
$8.95B
$2.38M 0.76%
46,515
+8,691
META icon
30
Meta Platforms (Facebook)
META
$1.63T
$2.37M 0.76%
3,233
+44
BIL icon
31
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$2.36M 0.76%
25,710
+1,966
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$2.33M 0.75%
22,547
+336
FPE icon
33
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$2.28M 0.73%
125,185
+8,442
PSFF icon
34
Pacer Swan SOS Fund of Funds ETF
PSFF
$538M
$2.28M 0.73%
72,203
-6,176
BUFR icon
35
FT Vest Fund of Buffer ETFs
BUFR
$8.11B
$2.13M 0.68%
63,685
+6,689
YYY icon
36
Amplify CEF High Income ETF
YYY
$650M
$2.13M 0.68%
179,957
+16,034
LQTI
37
FT Vest Investment Grade & Target Income ETF
LQTI
$198M
$2.09M 0.67%
102,374
+13,134
V icon
38
Visa
V
$636B
$1.93M 0.62%
5,643
+88
SPY icon
39
SPDR S&P 500 ETF Trust
SPY
$698B
$1.89M 0.61%
2,840
+12
XLK icon
40
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$1.87M 0.6%
6,642
-668
QYLD icon
41
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$1.83M 0.59%
107,603
+4,334
JPUS icon
42
JPMorgan Diversified Return US Equity ETF
JPUS
$395M
$1.8M 0.58%
14,495
+1,851
SGOV icon
43
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$1.7M 0.54%
16,837
+4,270
AWF
44
AllianceBernstein Global High Income Fund
AWF
$932M
$1.65M 0.53%
147,632
+13,174
TSLA icon
45
Tesla
TSLA
$1.43T
$1.63M 0.52%
3,662
-218
ZDEK
46
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$90.4M
$1.62M 0.52%
63,987
-870
BND icon
47
Vanguard Total Bond Market
BND
$142B
$1.61M 0.52%
21,606
+1,124
BKLN icon
48
Invesco Senior Loan ETF
BKLN
$6.36B
$1.54M 0.49%
73,430
+11,181
AGGY icon
49
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$827M
$1.51M 0.49%
34,164
+3,191
BRK.A icon
50
Berkshire Hathaway Class A
BRK.A
$1.09T
$1.51M 0.48%
2
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